Monthly Commentaries
Inflation Conflation| July 2021
Aug 12, 2021
“Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair.” Sam Ewing
Read More…The Bonds Must Be Crazy | June 2021
Jul 13, 2021
“Since becoming a central banker, I have learned to mumble with great incoherence. If I seem unduly clear to you, you must have misunderstood what I said.” Alan Greenspan
Read More…The Best Time To Buy A Home | May 2021
Jun 10, 2021
“The best time to buy a home is always five years ago.” Ray Brown
Read More…The Paradox of Experience | April 2021
May 12, 2021
“Experience is simply the name we give our mistakes.” Oscar Wilde
Read More…The Great Rate Debate | March 2021
Apr 13, 2021
“The only function of economic forecasting is to make astrology look respectable.” John Kenneth Galbraith
Read More…The Fixed Income Bucket List | February 2021
Mar 10, 2021
“You can’t always get what you want But if you try sometimes, you just might find You get what you need.” The Rolling Stones
Read More…GME GME Never Gets | January 2021
Feb 5, 2021
“After all is said and done, the greatest publicity agent in the wide world is the ticker.” Jesse Livermore
Read More…Hindsight is 2020 | December 2020
Jan 14, 2021
“Hindsight is notably cleverer than foresight.” Chester W. Nimitz
Read More…Extrapolate This! | November 2020
Dec 11, 2020
“Extrapolating from the statistical growth of the legal profession, by the year 2035 every single person in the United States will be a lawyer, including newborn infants.” Michael Crichton – State of Fear
Read More…Vote Early, Vote Often | September 2020
Oct 9, 2020
“No one party can fool all of the people all of the time; that’s why we have two parties.” Bob Hope In the run-up to elections, markets tend to move up and down depending on which candidate is...
Read More…Mind The Gap | August 2020
Sep 15, 2020
“As long as poverty, injustice and gross inequality persist in our world, none of us can truly rest.” Nelson Mandela This pandemic is a ‘pain in the you-know-what.’ It has disrupted our lives with...
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